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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

9 advisors near 47331

Out of 400,000+ nationwide

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Larry C

Series 63, Series 65

Liberty, IN

BFC PLANNING, Inc.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at SANDLAPPER Securities, Buffalo Trace Financial Group, and Vsr Advisory Services. Outside of his advisory work, he serves on several community boards in Liberty, Indiana, including as Finance Committee Chairperson for the Community Foundation and as a youth basketball coach. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Anthony T

Series 63, Series 66

Centerville, IN

Edward Jones

Anthony Talbert is a financial advisor with Edward Jones in Centerville, Indiana, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Talbert serves as President of St. Vincent de Paul in Richmond, Indiana, where he is involved in organizational planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gena H

Series 66

Connersville, IN

Edward Jones

Gena Hartman is a Series 66 licensed financial advisor with Edward Jones in Connersville, IN, where she has worked since 2013, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Thomas B

Series 66

Centerville, IN

LPL Financial

Thomas Bevington is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for ten years and Milacron LLC for seventeen years. Outside of his advisory role, Bevington serves as a County Councilman At-Large for Fayette County, Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gary B

Series 66

Centerville, IN

Edward Jones

Gary Buchanan is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. He has been associated with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael H

Series 63

Liberty, IN

Edward Jones

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Devin H

Series 66

Connersville, IN

Edward Jones

Devin Hornsby is a financial advisor with Edward Jones in Connersville, Indiana, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked for Fayette County School Corporation from 2012 to 2016. Additionally, Hornsby serves as a Merit Board Member for the Fayette County Sheriff's Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Derek D

Series 66

Cambridge City, IN

Edward Jones

Derek Davis is a financial advisor with Edward Jones in Cambridge City, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Barking Cow and Dougherty Orchards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a network of approximately 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alex R

Series 66

Connersville, IN

Edward Jones

Alex Riebsomer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he was employed at HyFlex Corporation and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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